Quotient Wealth Partners’s Caterpillar CAT Stock Holding History

Quotient Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.31M	Sell
2025 Q2	$1.1M	Buy
2025 Q1	$795K	Sell
2024 Q4	$897K	Buy
2024 Q3	$825K	Sell
2024 Q2	$760K	Buy
2024 Q1	$771K	Sell
2023 Q4	$798K	Buy